Keep marketing ops managers alerted when reports ready

Marketing ops managers miss report reviews when updates are missed, risking clients getting unvetted reports. Alerts notify the assigned strategist and ops staff, ensuring reviews happen before client delivery.

Overview

Marketing ops managers risk clients receiving unvetted reports when status changes go unnoticed, harming brand consistency and client trust. This workflow routes every "Ready" update to the assigned strategist, creates a review task, and notifies ops—so reviews occur before delivery and missed handoffs are dramatically reduced.

Notable Features

Notify assigned strategist and ops staff
Attach report link and summary
Flag overdue reviews for follow-up